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Synergy Investment Management’s Emerson Electric EMR Stock Holding History

Synergy Investment Management’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.8K Buy
340
+16
+5% +$2.25K 0.01% 385
2026
Q1 		$42.5K Buy
+324
New +$46.6K 0.01% 303
2025
Q2 		– Sell
-150
Closed -$16.4K – 223
2025
Q1 		$16.4K Hold
150
– – 0.01% 336
2024
Q4 		$18.6K Buy
+150
New +$18.2K 0.01% 328

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Synergy Investment Management's EMR Position: Q2 2026 in Review

Synergy Investment Management increased its Emerson Electric (EMR) stake by 4.9% in Q2 2026, buying an estimated $2.25K and bringing the position to 340 shares worth $48.8K. The position accounts for 0.01% of the portfolio, ranked #385.

Synergy Investment Management first reported a position in EMR in Q4 2024 and has held it in 4 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Synergy Investment Management held 340 shares of Emerson Electric worth $48.8K as of Q2 2026.
  • Synergy Investment Management bought 16 Emerson Electric shares in Q2 2026, an estimated $2.25K.
  • Emerson Electric made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #385 holding.
  • Synergy Investment Management first reported a position in Emerson Electric in Q4 2024 and has held it in 4 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.